Pink Money

Send us a textIn his episode Jerry discusses the concept of dual eligible medicare plans, what they are and who they are for. Along with a brief explanation about Medicare parts A, B, C and D plans and Medicare Advantage plans IEP, AEP, and OEP meanings.

Send us a textLooking for a Man in Finance? What does it really take. Jerry discusses more than just the basics. What is the education, certifications, and lines of work of people who work in the financial services industry?

Send us a textWhen to take your Social Security is always a mystery but you only have one chance to get it right. This episode focuses on the pros and cons of when is it the right time to take your Social Security.

Send us a textJerry discusses the challenging issues and situations faced by Lesbians with special guest, Melena and Dalton.

Send us a textJerry discusses recent IRS changes affecting the 2024 tax season including the Standard Deduction, Marginal Tax Rates, MSA & FSA changes, along with IRA contribution and defined contribution plan limits.

Send us a textJerry talks about disclosure regarding fees in financial products.

Send us a textJerry talks about the pitfalls of not planning ahead for a small business succession.

Send us a textJerry invites a special guest who talks about the ins and outs about replacing your roof.

Send us a textIn this episode Jerry talks about the need to carry an umbrella policy, He describes what it is and what its used for.

Send us a textJerry talks about specific steps to achieve your financial goals including ways to set financial goals and create a support system that helps you achieve them.